Oxley Capital Management offers financial planning and investment consulting services to individuals and high-net-worth clients. Oxley Capital Management does not directly manage client portfolios. Instead, Oxley Capital Management evaluates each client's situation and recommends investment strategies implemented by unaffiliated third-party managers. Oxley Capital Management assists clients with paperwork, monitors the third-party managers, and provides ongoing reviews. In return, Oxley Capital Management receives a portion of the advisory fees charged by these third-party managers. Additionally, Oxley Capital Management provides standalone financial planning services for an hourly rate or a fixed fee. The firm's owner also operates an insurance practice, creating a potential conflict of interest when recommending insurance products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $500K | 1.85% |
| $500K - $1.0M | 1.80% |
| $1M+ | 1.75% |
Fees vary depending on the chosen third-party manager and strategy. The schedule shown reflects CLS Investments ETF and Focused strategies. Other managers and strategies have different fee schedules.